At a Glance
- Tasks: Lead a team of Financial Advisors to achieve targets and maximise business opportunities.
- Company: Join a growing national independent financial planning firm with a supportive culture.
- Benefits: Competitive salary, flexible working, birthday off, and social events.
- Why this job: Make a real impact in financial planning while developing your leadership skills.
- Qualifications: Experience in financial planning management and Level 4 Diploma or equivalent required.
- Other info: Remote role with travel to meet Advisors and attend management meetings.
The predicted salary is between 60000 - 80000 £ per year.
This job provides the opportunity to join a national independent financial planning firm that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets. Your role will consist of both management and T&C responsibilities.
You shall be supervising each IFA to maximise key business opportunities, with a focus on encouraging them to identify new business/clients; ensure Advisors are always providing quality service to clients; adhering to company compliance guidelines and meeting their continuing professional development. This shall be achieved through regular 1:1s, presentations, workshops and individual training sessions.
In addition, you will be involved in recruiting new Advisors by being involved in the interview process and providing full support to your new team members, helping them to achieve CAS status and thrive in the role. As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial Planning or equivalent.
Due to the nature of this role, this role will obviously include travel, visiting your team of Financial Advisors and attending their head office for management meetings.
Requirements:- You should have experience as a Manager within the Financial Planning industry, leading a team of Financial Advisors.
- Ideally, you should hold your Level 4 Diploma in Financial Planning or equivalent.
- You should have experience of both management and T&C responsibilities.
- You must be comfortable with travelling to undertake your role effectively.
- Salary of £60,000 - £80,000 plus £4,800 car allowance pa.
- OTE of £80,000 - £120,000.
- Company benefits include: flexible working, option to buy & sell holiday, birthday off, social events such as Christmas and summer parties, contributory pension scheme, DIS, discretionary annual bonus, cashback and healthcare benefits.
Remote based role with need for travel to meet Advisers, attend head office etc. Locations: Remote based, ideally seeking candidates in Sheffield/South Yorkshire, Manchester/North West, Birmingham/Midlands.
Locations
Financial Planning Manager in Sheffield, Yorkshire employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Manager in Sheffield, Yorkshire
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that Financial Planning Manager role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to team management and T&C responsibilities. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your leadership skills! When you get the chance, share examples of how you've successfully managed teams and driven results. We want to see how you can inspire and support Financial Advisors to exceed their targets.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and eager to join our growing team.
We think you need these skills to ace Financial Planning Manager in Sheffield, Yorkshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Manager role. Highlight your management experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your experience with Financial Advisors and how you can help them exceed their targets. Keep it engaging and personal!
Showcase Your Leadership Skills: In your application, don’t forget to showcase your leadership skills. Talk about your experience in managing teams and how you've supported Advisors in achieving their goals. We love seeing examples of how you've made a difference!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
As a Financial Planning Manager, you’ll need to demonstrate your understanding of financial metrics and KPIs. Brush up on key performance indicators relevant to the role and be ready to discuss how you've used data to drive team success in the past.
✨Showcase Your Leadership Style
This role involves managing a team of Financial Advisors, so it’s crucial to articulate your leadership approach. Prepare examples of how you’ve motivated teams, handled conflicts, and supported Advisors in achieving their targets. Be specific about your management techniques!
✨Emphasise Compliance Knowledge
Given the importance of compliance in this role, make sure you’re familiar with relevant regulations and guidelines. Be prepared to discuss how you’ve ensured adherence to compliance standards in previous roles and how you plan to maintain these standards with your team.
✨Prepare for Travel Discussions
Since the role requires travel, be ready to talk about your experience with managing remote teams and how you plan to balance travel with effective team support. Share any strategies you have for maintaining strong communication and oversight while on the go.
